KCS - How to Report on Time for Clio Connect Co-Counsel Users

Objective:

  • View total time entered by CoCounsel in Clio Connect
  • Filter Time Entries for a contractor

Environment:

  • Clio Web App
  • New Clio Experience
  • Excel

Additional Information:

Procedure:

Option 1: Totals Only

  1. Go to Reports
  2. Select Productivity by User (under "Productivity Reports")
  3. Choose Specific User
  4. Select the attorney under Co-counsel Users
  5. Make any other selections needed
  6. Click Generate Report

 

Option 2: View all entries

  1. Go to Activities
  2. Choose Time
  3. Enter the appropriate date range (in the start and end date fields at the top of the list)
  4. Click on Filters
  5. Choose All Users in the "Firm user" field
  6. Make any other filter selections needed
  7. Click Apply filters
  8. Click on Export
  9. Open the file in Excel
  10. Create a Table with the Totals Row in Excel and filter by User:

    • Hit Ctrl and A simultaneously on your keyboard, to select all cells with data
    • Click on the Insert ribbon and select Table
    • In the Create Table window, make sure that 'My table has headers' is checked, then click OK
    • Right-click anywhere in the table and choose Table Totals Row
    • Scroll down to the Totals Row, click into the cell for Hours and select "Sum"
    • Click into the Amount cell in the Totals Row and select "Sum"
    • At the top of the list, click into the dropdown for User and deselect the other users, leaving just the appropriate attorney
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